Morey & Quinn Wealth Partners, LLC

CIK 0002055521 · Q2 2026

13F Equity AUM

$155.5M

+10.6% QoQ

Positions

143

+7 QoQ

AUM Rank

#7,037

Top 80%

Skill Alpha (FF)

—

Building track record (6q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 27.4%Top 10: 39.9%Top 20: 54.7%

BRK/B7.7%

NVDA5.6%

AAPL5.5%

FTCS4.7%

FTAIN3.9%

TDIV2.9%

UNP2.6%

FV2.6%

JGRO2.3%

FVD2.2%

Others (133)60.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services49.7%

Technology17.9%

Industrials11.3%

Consumer Cyclical4.9%

Consumer Defensive3.5%

Healthcare2.9%

Energy2.8%

Communication Services2.6%

Other4.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 143Median: 0.33%Avg: 0.70%

0–0.5%

91(22.7%)

0.5–1%

31(21.5%)

1–3%

16(28.4%)

3–5%

2(8.6%)

5%+

3(18.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 143vs 20 funds

0%Low

143

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New7Increased41Decreased68Exited0

New Positions

INTC0.3%

+4K

WCPB0.3%

+17K

SPYI0.2%

+6K

ASML0.1%

+118

WF20.1%

+1K

DWD0.1%

+993

FTXL0.1%

+713

Increased

AVDE0.3%

+2K(+98%)

JGRO2.3%

+2K(+5%)

NOBL0.1%

+2K(+67%)

AVIG0.4%

+1K(+11%)

JEPQ0.2%

+755(+17%)

RECS0.6%

+647(+3%)

JEPI0.1%

+432(+12%)

FNX0.3%

+342(+12%)

VIG0.2%

+247(+25%)

VOO1.6%

+243(+7%)

Decreased

STWD0.1%

-9,865(-44%)

EPD1.3%

-6,256(-10%)

XEXGX0.7%

-5,300(-5%)

XETYX0.4%

-4,940(-10%)

NNN0.5%

-4,320(-20%)

FVD2.2%

-3,070(-4%)

ERC0.4%

-2,400(-4%)

FTCS4.7%

-1,813(-2%)

OKE0.7%

-1,632(-11%)

FPF0.1%

-1,600(-11%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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